Wealth & Pensions Private Client Administrator

AON; Dublin; Hybrid; EUR 32,000 - 46,000; Full time

Job summary

NFP, part of the Aon group, is hiring a Private Client Administrator in Dublin on a 12-month fixed-term contract. You will work closely with the Wealth team and consultants to manage life, pension and investment administration and client documentation.

The role requires at least 2 years in life/pension administration, strong MS Office skills, and QFA. CRM experience is preferred and you will engage with clients, processes and compliance documentation daily.

Qualifications

• Minimum 2 years relevant experience in a life and pension role.
• Proficient in Microsoft Office.
• Excellent written and verbal communication skills.
• Strong attention to detail and accuracy.
• CRM experience preferred.
• QFA is essential for this role.

Responsibilities

• Process pension, investment and protection business submitted by consultants, including data input and generating policy documents.
• Create and maintain client and policy records in the client database.
• Draft and issue compliance documents to clients (recommendations, suitability statements, market research, risk profiling).
• Ensure files comply with NFP Ireland processes and procedures.
• Build strong relationships with clients and respond to ad hoc requests (address changes, encashments, withdrawals).
• Manage daily post, client correspondence and maintain client files and task reminders.
• Answer telephone calls and support Consultants as needed.

Skills

Pension processing

CRM experience

Communication skills

Attention to detail

Initiative & independence

Microsoft Office

Education

QFA

Tools

CRM software

Job description

NFP, part of the Aon group, is hiring a Private Client Administrator in Dublin on a 12-month fixed-term contract. You will work closely with the Wealth team and consultants to manage life, pension and investment administration and client documentation.

The role requires at least 2 years in life/pension administration, strong MS Office skills, and QFA. CRM experience is preferred and you will engage with clients, processes and compliance documentation daily.